Job#: 3042459

Job Description:

Hybrid Resident

3 days in office - Tues, Wed and Thur - Training schedule would vary

Schedule - Monday - Friday: - 8:30 AM - 5:00 PM, 30 minute lunch

Assignment Description

The Equipment Finance Document Specialist I will assist EF Documentation Specialists II & III with the transactions after they are closed/funded.

Assignement Accountabilities

• Insurance follow-up

• Title follow-up

• Record, review and terminate UCC-1 and UCC-3 filings and Data Entry

• Create/Maintain files for completed packages

• Prepare post-closing loan packages to include maintaining files and following for exceptions and post-funding items

• Image or file recorded titles and ELT’s 

• Assist with ordering, reviewing and updating UCC Lien Searches, determining when releases/disclaimers of interest are required 

for a transaction?

• Handle releases of Liens/Titles

• Adhere to all applicable laws and regulations governing bank operations

• Sorting and filing received documentation

• Copying and scanning documentation

• Preparing Loan Documentation packages

• Verifying exceptions and post funding items received for final sign-off

Organizational Relationship

This position reports to the Equipment Finance Documentation Manager.

Assignment Qualifications

Education & Experience

• At least 1 year in the Finance/Banking Industry preferred

Knowledge & Skills

• Learn loan/lease accounting software systems and equipment lease and loan modeling and pricing software

• Software applications including Excel and Word

• Superior customer service skills

• Excellent computer skills relevant to Microsoft Office Suites

• Excellent communication skills

• Well organized with attention to detail

• Ability to prioritize and manage multiple priorities and make independent decisions

• Flexible, able to adapt to change

• Superior time management and problem-solving skills

• Ability to work independently as well as within a team environment

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.